Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.20%
3 year
9.40%
5 year
4.32%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
79 months through March 31, 2026Volatility (ann.)
4.18%
Sharpe
1.90
Sortino
4.91
Max drawdown
-14.21%
Best month
6.04%
Worst month
-10.45%
Beta vs VBTLX
0.60
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.